DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Feed of 09/15/2026
At current firm
0 y
since Feb 26, 2026
In the industry
18 y
since Sep 16, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Revalue LLC independent RIA currentsince Feb 26, 2026 · Grand Rapids, Mi
- Revalue LLC independent RIANov 16, 2019 to Dec 31, 2025 · Grand Rapids, Mi
- Centennial Securities Company Inc independent RIAMar 25, 2015 to Dec 31, 2017 · Jenison, Mi
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 14, 2010 to Jun 3, 2013 · Grand Rapids, Mi
- Comerica Securities formerSep 17, 2008 to Aug 4, 2010 · Grand Rapids, Mi
Moves
a registration end followed by a registration begin elsewhere
- Centennial Securities Company Inc to Revalue LLCleft Dec 31, 2017, registered Nov 16, 2019 (685 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Centennial Securities Company Incleft Jun 3, 2013, registered Mar 25, 2015 (660 days) · Other
- Comerica Securities to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Aug 4, 2010, registered Oct 14, 2010 (71 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address